Lori Selby, financial advisor Kennewick WA
90 score

Lori Selby

CRD Number: 6332040
Current Firm: Epic Trust Investment Advisors LLC

Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Kennewick, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Epic Trust Investment Advisors, LLC Kennewick, WA Mar 2017 - Current 1
Team Elite Networking (ten) Kennewick, WA May 2016 - Current 2
Advocare Richland, WA Feb 2016 - Current 2
Soroptimist Kennewick, WA Oct 2015 - Current 2
Laselby LLC Richland, WA Dec 2014 - Mar 2017 2
Various Insurance Carriers For W&r Insurance Agencies Richland, WA Jul 2014 - Mar 2017 2
Waddell & Reed, Inc. Kennewick, WA May 2014 - Mar 2017 2
Women Helping Women Fund Tri-cities Richland, WA Dec 2015 - Nov 2016 < 1
Washington State University - Tri-cities Richland, WA Aug 2007 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Lori A. Selby
Phone Number: 509-591-0014
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $106,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, OR, UT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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